The Western Alliance is proud to announce CPIA designation courses will be available via webinar format beginning in January 2024 at  


Check our calendar of events for course informatioin.  

Registrations will be open soon!

CPIA - Certified Professional Insurance Agent

Empowering Insurance Professionals into the Future

The CPIA designation is first-of-its-kind, hands-on, how-to training. To earn the CPIA designation candidates are required to participate in a series of three, one-day seminars THE BEST PART IS NO EXAMS!
Completion is due three years from the first course.

These seminars are designed to enhance the ability of producers, sales support staff, and company personnel to efficiently create and distribute effective insurance programs. Participants leave with ideas that will produce sales results immediately.

While not a requirement, it is recommended that courses are taken in order.E&O Discounts apply for Utica National Policy Holders.

Each of the 3 courses are approved for 7 CE in
AZ | CA | ID | MT | NM | NV | OR | WA

Course Modules

Position for Success

Implement for Success

Sustain Success

During this workshop, participants focus on internal and external factors affecting
the creation of effective business development goals.

Factors discussed include:

current state of the insurance                 marketplace

competitive pressures

insurance carrier underwriting criteria

consumer expectations.

During this workshop, participants learn:

specific tools for analyzing consumer needs

how to utilize risk identification techniques to gather pertinent prospect

skills necessary to assimilate information gathered into customized coverage recommendations

how to prepare a complete submission

tips for preparing and presenting a comprehensive insurance proposal

This workshop focuses on fulfilling the implied promises contained in the insuring agreement.

Participants will:

review methods of providing evidence of insurance coverage

discuss policies and procedures for controlling errors and omissions including policy review and delivery, endorsements, claims-processing, and handling of client complaints

learn how to calculate the lifetime value of a client and techniques for generating referrals.

CPIA Update Requirement

The Certified Professional Insurance Agent designation stands for professionalism, commitment to professional training and results, and technical knowledge. To maintain the right
to use the CPIA designation, designees must complete an update on an annual basis * or maintain a Ruby, Sapphire or Diamond level membership with the CPIA Program.

* CPIA 1, CPIA 2, CPIA 3, Special Topics:

An Agent’s Guide to Understanding and Mitigating Cyber Exposures

Disaster and Continuity Planning for Business and Families

An E&O Loss Control Program for Agencies

Most of us think distracted drivers are people with noses buried in their smartphone while the vehicle is moving. There is another form of distraction that most of us don’t note.

Fido or Fifi, head hanging out the window, or sitting on a driver’s lap.

Is it really a problem? Do dogs distract? Yep. Or so says Erie Insurance from a survey the company did of dog owners who driver with their pets in the vehicle. A staggering 92% of them said their dog could cause a crash while they are driving.

A study done by Volvo in 2019 backs that up. The auto maker monitored 15 drivers with dogs that were restrained and unrestrained while driving. In the 30 driving hours, the driver with an unrestrained dog spent 3 hours and 39 minutes distracted by the pet while they were driving.

The drivers with restrained dogs were distracted just 1 hour and 39 minutes.

Only three states — Hawaii, New Jersey and Rhode Island — have laws that say a pet has to be restrained while in a moving vehicle. The bad news for legislators in other states thinking of establishing similar laws, 50% of the 92% of Erie Insurance’s distracted drivers vehemently oppose laws forcing their dogs to be restrained.

Here’s what Erie found:

  • 69% put their dogs in the back seat while they’re driving
  • 41% said they have their dogs in front sometimes
  • 13% admit to driving with them on their lap

Those same drivers say they have to keep their pets entertained on a long trip. The biggest form of entertainment is letting Fido or Fifi put their head out the window. The big surprise is the 9% playing videos on mobile devices to keep their dog entertained.

By the way, men are more likely to entertain their dogs with a video than a woman.

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